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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.49M +$977K +29,429 +182%
JCM
27
Janney Capital Management
Pennsylvania
$1.26M +$1.28M +38,589 New
Ameriprise
28
Ameriprise
Minnesota
$1.22M -$99.3K -2,991 -7%
CAGAS
29
Capital Advisory Group Advisory Services
Minnesota
$1.22M -$3.32K -100 -0.3%
PFS
30
Prospera Financial Services
Texas
$1.2M +$475K +14,307 +64%
Stifel Financial
31
Stifel Financial
Missouri
$1.16M +$698K +21,020 +146%
AAS
32
Annex Advisory Services
Wisconsin
$1.07M +$40.3K +1,213 +4%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$1.04M +$440K +13,272 +71%
JP Morgan Chase
34
JP Morgan Chase
New York
$1.04M +$51.1K +1,540 +5%
RWM
35
Reston Wealth Management
Virginia
$986K +$1M +30,141 New
AI
36
Atria Investments
North Carolina
$900K -$131K -3,962 -13%
MSA
37
Marino Stram & Associates
Massachusetts
$826K -$86.3K -2,600 -9%
SPC
38
Sigma Planning Corp
Michigan
$805K -$341K -10,261 -29%
EA
39
Efficient Advisors
Ohio
$797K +$163K +4,921 +25%
BHWM
40
Bay Harbor Wealth Management
Maryland
$782K +$793K +23,908 New
MFS
41
Madrona Financial Services
Washington
$724K -$196K -5,903 -21%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$681K +$463K +13,952 +203%
WDL
43
Well Done LLC
Michigan
$677K +$896 +27 +0.1%
CC
44
Claybrook Capital
Massachusetts
$677K +$687K +20,704 New
LFA
45
Legacy Financial Advisors
Kentucky
$651K +$660K +19,886 New
FAIM
46
Financial Advocates Investment Management
Washington
$619K +$14K +422 +2%
MML Investors Services
47
MML Investors Services
Massachusetts
$575K +$201K +6,062 +53%
PA
48
PFG Advisors
Arizona
$499K -$190K -5,726 -28%
GFPC
49
Global Financial Private Capital
Florida
$498K -$293K -8,816 -40%
CA
50
Cetera Advisors
Colorado
$394K +$73.4K +2,213 +23%